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Clubhouse + Microsoft Dynamics CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Clubhouse and Microsoft Dynamics CRM

About Clubhouse

Clubhouse is a simple and beautiful way to plan and build software.

About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

Microsoft Dynamics CRM Integrations
Microsoft Dynamics CRM Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce
  • Pipedrive Pipedrive

Best Clubhouse and Microsoft Dynamics CRM Integrations

  • Clubhouse Slack

    Microsoft Dynamics CRM + Slack

    Send new Microsoft Dynamics leads to a Slack channel Read More...
    When this happens...
    Clubhouse New Lead
     
    Then do this...
    Slack Send Channel Message
    Celebrate your new leads with your peers in Slack, then take action right away. When new Microsoft Dynamics leads are created, use this Connect Flow to send Slack messages to a specific channel. Your teammates will be able to celebrate the new lead and contact you right away!
    How This Integration Works
    • A new lead is created on Microsoft Dynamics
    • Appy Pie Connect sends a Slack message to a specific channel.
    Apps Involved
    • Microsoft Dynamics
    • Slack
  • Clubhouse Databox

    Microsoft Dynamics CRM + Databox

    Increase Databox counters with new contacts in Microsoft Dynamics 365 CRM Read More...
    When this happens...
    Clubhouse New Contact
     
    Then do this...
    Databox Increase Counter
    Use Appy Pie Connect to track all your marketing and sales data in one place, rather than counting, comparing, and going back and forth with the number of contacts you have. When you set up this automation, it will update a Databox counter every time a new Microsoft Dynamics 365 CRM contact is added. You will no longer have to manually update your reports.
    How This Microsoft Dynamics 365 CRM-Databox Integration Works?
    • A new contact is added on Microsoft Dynamics
    • Appy Pie Connect increases counter on Databox.
    Apps Involved
    • Microsoft Dynamics
    • Databox
  • Clubhouse Sendinblue

    Microsoft Dynamics CRM + Sendinblue

    Turn Microsoft Dynamics CRM contacts to SendinBlue contact Read More...
    When this happens...
    Clubhouse New Contact
     
    Then do this...
    Sendinblue Add or Update Contact
    Maintain a single source of customers for your leads and contacts using the Microsoft Dynamics CRM integration. This Appy Pie Connect automation will let you know when a new contact is created in Dynamics CRM, and automatically add him to your SendinBlue users list. After setting up this integration, every time a new contact is added to Dynamics CRM, Appy Pie Connect will add this contact right into SendinBlue.
    How This Microsoft Dynamics 365 CRM- SendinBlue Integration Works
    • A new contact is added on Microsoft Dynamics
    • Appy Pie Connect adds that contact to SendinBlue.
    Apps Involved
    • Microsoft Dynamics
    • SendinBlue
  • Clubhouse Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Clubhouse New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Clubhouse Microsoft Dynamics CRM

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    {{item.message}} Read More...
    When this happens...
    Clubhouse {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Clubhouse + Microsoft Dynamics CRM in easier way

It's easy to connect Clubhouse + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

    Actions
  • Create Story

    Creates a new story.

  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

How Clubhouse & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Clubhouse as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Clubhouse with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Microsoft Dynamics CRM as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Microsoft Dynamics CRM with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Clubhouse and Microsoft Dynamics CRM

Clubhouse

Clubhouse is a web-based application that enables organizations to work more efficiently and cplaboratively. It is an online club where you can store your files and information, keep track of activity and use all the other features that are available.

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management (CRM. system that helps you build stronger relationships with your customers.

Integration of Clubhouse and Microsoft Dynamics CRM

The integration of Clubhouse and Microsoft Dynamics CRM provides the fplowing benefits:

  • Ability to make data entry easier, faster and more accurate.
  • Ability to improve the productivity of the workforce by providing an easy way for the employees to access important information.
  • Provides an easy way for the employees to create new records in Microsoft Dynamics CRM or update existing records.
  • Enables the employees to work on multiple records simultaneously.
  • Provides an easy way for the employees to open related records in Microsoft Dynamics CRM when they are working on a record in Clubhouse.
  • Enables the employee to work with Microsoft Dynamics CRM data in Clubhouse views.
  • Enables the employees to view Microsoft Dynamics CRM data in Clubhouse views.
  • Provides an easy way for the employees to send email messages in Clubhouse. The employees can also create reports in Clubhouse by using data from Microsoft Dynamics CRM. The employees can view their records in Microsoft Dynamics CRM in Clubhouse views. The employees can create, edit and delete new records in Microsoft Dynamics CRM from Clubhouse. They can also update existing records in Microsoft Dynamics CRM from Clubhouse. The employees can send email messages in Clubhouse by using data from Microsoft Dynamics CRM. The employee can view their timesheets in Clubhouse. The employee can create, edit and delete new timesheets in Clubhouse by using data from Microsoft Dynamics CRM. The employee can send email messages in Clubhouse by using data from Microsoft Dynamics CRM. The employee can view their activity details in Clubhouse. The employee can create, edit and delete new activity records in Clubhouse by using data from Microsoft Dynamics CRM. The employee can open related records in Microsoft Dynamics CRM when they are working on a record in Clubhouse. The employee can send email messages in Clubhouse by using data from Microsoft Dynamics CRM. The employee can view their sales activities details in Clubhouse. The employee can create, edit and delete new sales activities records in Clubhouse by using data from Microsoft Dynamics CRM. The employee can send email messages in Clubhouse by using data from Microsoft Dynamics CRM. The employee can view their time off details in Clubhouse. The employee can create, edit and delete new time off records in Clubhouse by using data from Microsoft Dynamics CRM. The employee can send email messages in Clubhouse by using data from Microsoft Dynamics CRM. The employee can view their address book contacts in Clubhouse. The employee can create, edit and delete new address book contact records in Clubhouse by using data from Microsoft Dynamics CRM. The employee can open related records in Microsoft Dynamics CRM when they are working on a record in Clubhouse. The employee can send email messages in Clubhouse by using data from Microsoft Dynamics CRM. The employee can view their assets details in Clubhouse. The employee can create, edit and delete new assets records in Clubhouse by using data from Microsoft Dynamics CRM. The employee can send email messages in Clubhouse by using data from Microsoft Dynamics CRM.

The integration of Clubhouse and Microsoft Dynamics CRM enables the organizations to work more efficiently and cplaboratively at a lower cost because it decreases operational costs and improves efficiency of business processes, which eventually increases the profits of the organizations.

The process to integrate Clubhouse and Microsoft Dynamics CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.